ATS Webinars: iMIS Support and Best Practices

Navigating Custom & Third-Party Integrations in Your Transition to iMIS EMS

Date: Wednesday, May 15, 2024

Time: 3:00 PM ET (1:00 PM MT)

Moderator: Randy Richter, Director of Technology, Partner, ATS

Transitioning to iMIS EMS is a significant step for any organization, offering a robust platform for managing membership, events, and fundraising. However, the success of this transition may depend on how well you manage your integrated third-party applications. Join us for an insightful webinar where we delve into the strategies and best practices for effectively planning and executing a smooth transition for your third-party applications.

Creating an Effective Internal EMS Team

Date: Wednesday, April 24, 2024

Time: 3:00 PM ET (1:00 PM MT)

Moderator: Ryan Rejda, iMIS Consultant, ATS

Embarking on a transition to EMS can be a daunting task for any organization. Join us as we review tips that will help your organization create an effective team to tackle the complexities of the move to EMS. We will review some nuances that can streamline project planning and execution. Whether you're transitioning to EMS or tackling other iMIS-related ventures, this session promises to equip you with actionable strategies and practical tips that you can implement immediately.

Tuning Google's Core Web Vitals in iMIS RiSE

Date: Wednesday, February 7, 2024

Time: 3:00 PM ET (1:00 PM MT)

Presenter: Tip Ramsay, Creative Director

Moderator: Richard Banks, Sales Manager

Google's "Core Web Vitals" are metrics used to measure a website's performance, accessibility, search engine optimization (SEO) and usability. Join us to get a basic understanding of these metrics, along with valuable tips on how to fine-tune them within the iMIS RiSE/EMS platform. We will also demonstrate tools to assess your website scores and provide best practices to steer clear of common pitfalls which can bring down your overall scores.

Roadmap to EMS: Upgrade Dashboard

Date: Wednesday, November 8, 2023

Time: 3:00 PM ET (1:00 PM MT)

Moderator: Michelle Clemovich, CiP, COWA, Lead iMIS Consultant

Moderator: Richard Banks, Sales Manager

Learn about the latest tool to make your journey to EMS smoother. We will review the new ASI Dashboard and talk about other ways to get ready to make the move while still in iMIS 2017. This is the fifth segment of the Roadmap to EMS series.

Roadmap to EMS: Data Hygiene

Date: Wednesday, November 30, 2022

Time: 3:00 PM ET (1:00-2:00 PM MT)

Moderator: Michelle Clemovich, Senior iMIS Consultant

Moderator: Richard Banks, Sales Manager

In the fourth installment of this series, ATS will focus on the importance of clean data. This is crucial to any database, but further with no access to SQL in iMIS it becomes a showstopper. We will look at the "gotcha's" found in iMIS EMS. As well as talk about solutions to address these issues before you migrate.

Engaging Younger Members in Today's Technological Shifts

Date: Wednesday, September 21, 2022

Time: 3:00 PM ET (1:00-2:00 PM MT)

Sergei Dubograev, Founder, Clowder

Moderator: Richard Banks, Sales Manager

The constant change in technology, platforms, and distribution channels has shifted the way people consume and share content. The expectations of younger professionals (40 and below - Millennials. Yes, they are 40 now, as well as Gen-Zers and younger) who now make up over 50% of the work force and consume content drastically different than generations before. Join us as review how to communicate and engage this group in a way that is meaningful to them.

Removing Customizations - Stored Procedures

Date: Wednesday, August 31, 2022

Time: 3:00 PM ET (1:00-2:00 PM MT)

Moderator: Michelle Clemovich, Senior iMIS Consultant

Moderator: Richard Banks, Sales Manager

SQL stored procedures are an easy way to update and manipulate data. However, with no SQL access in iMIS EMS this tool is going way. Join ATS, as we discuss strategies and solutions to eliminate the need for SQL stored procedures.

Customizing Profiles

Date: Wednesday, June 15, 2022

Time: 3:00 PM ET (1:00-2:00 PM MT)

Presenter: Jake Robida, Service Team Manager

Moderator: Richard Banks, Sales Manager

Did you know that iMIS comes with an out-of-the-box profile for both individuals and organizations? Enhancing your profiles starts with these and off you go! Determining what information a member needs to see about fellow members or organizations is key. Today's learning objectives include:

• Profiles vs My Account
• What is included out-of-the-box
• Making it configurable
• iParts to consider using
• To share or not share

Roadmap to iMIS EMS Series: Removing Customizations - SQL Views

Date: Wednesday, May 11, 2022

Time: 3:00 PM ET (1:00-2:00 PM MT)

Moderator: Michelle Clemovich, Senior iMIS Consultant

Moderator: Richard Banks, Sales Manager

SQL Views are an easy way to compile data for reporting. However, with no SQL access in iMIS EMS this tool will no longer exist. Join ATS, as we discuss strategies and solutions to eliminate the need for SQL views without losing the functionality SQL views provide.

This is part 2 in the ATS Road to iMIS Series. View part one.

Building a Roadmap to iMIS EMS

Date: Wednesday, March 23, 2022

Time: 3:00 PM ET (1:00-2:00 PM MT)

Moderator: Michelle Clemovich, Senior iMIS Consultant

Moderator: Richard Banks, Sales Manager

It’s not as easy for some organizations to simply “remove all customizations” on their path to iMIS EMS. This webinar will provide suggestions on what to do once you have identified your customizations. From looking at infrastructure to re-defining business processes we will discuss how prioritize and move forward. Whether it’s a 6-month or a 5-year plan, creating a roadmap will guide you to the goal.

Exciting New Capabilities of iMIS EMS

Date: Wednesday, February 23, 2022

Time: 3:00 PM ET (1:00-2:00 PM MT)

Presenter: Brent Sitton, Director of Product Development

Moderator: Richard Banks, Sales Manager

iMIS customers that have been using iMIS for years may have uncertainty about the migration to iMIS EMS as a lot of news may focus on fear of the unknown. However, iMIS EMS offers some amazing capabilities not found in iMIS 2017 that you will be very interested to learn about. This webinar will feature the new capabilities and get your organization excited about the upgrade.

Best Practices for Member Types

Date: Wednesday, February 9, 2022

Time: 3:00 PM ET (1:00-2:00 PM MT)

Presenter: Randy Richter, Director of Technology, Partner

Presenter: Laura Tidquist, Senior iMIS Consultant

Moderator: Richard Banks, Sales Manager

A key to great data management is keeping your data clean. What better way to do that than streamlining your member types? In this webinar we will review methodology for creating member types, setting up member types in iMIS EMS, and tools that can be used to clean up those extraneous member types. Please join us and learn how you can update your data strategy with effective member types.

Alternative to RiSE's Website Keyword Search

Date: Wednesday, January 26, 2022

Time: 3:00 PM ET (1:00-2:00 PM MT)

Presenter: Tip Ramsay, Creative Director

Moderator: Richard Banks, Sales Manager

We often hear frustration with the functionality of the out-of-the-box RiSE website keyword search that it does not meet user expectations. While there is some flexibility to adjust how the results look, there is no way to change how it functions, making replacement the only option.

Join us to review how to replace the RiSE out-of-the box keyword search with Google's programmable search. We will review the pro's and con's of the RiSE search and the Google option. We will also show a live demonstration so you can see it in action and decide if it might be a good option for your organization.

Writing Effective IQAs

Date: Wednesday, October 13, 2021

Time: 3:00 PM ET (1:00-2:00 PM MT)

Moderator: Michelle Clemovich, Senior iMIS Consultant

Moderator: Richard Banks, Sales Manager

IQAs are a fundamental part of iMIS dashboards and integration bridges. Poorly written queries cause performance issues for users, but they can also negatively affect overall system performance. Generally, the more complex the query, the greater the cost to performance. Learn best practices for writing your IQA in this webinar.

Getting the Most Out of the iMIS Fundraising Module

Date: Wednesday, September 29, 2021

Time: 3:00 PM ET (1:00-2:00 PM MT)

Presenter: Sarah Hoddinott, Principal Consultant, Boost It Up

Moderator: Richard Banks, Sales Manager

Covid-19 heavily impacted foundation revenue. Many foundations and charities report that donation revenue is still down. It is more important than ever to focus your efforts and identify missed opportunities. Moves Management is a donor development program that focuses on high-end prospects and donors. If your organization is licensed for the iMIS Fundraising module then it’s already a tool in your iMIS system. This webinar is focused on different Moves Management solutions and how they are tailored to the organization that uses them. Join us to learn how quick and easy it is to leverage the power of your iMIS Solution by identifying new prospects, managing a pipeline of forecastable revenue sources, and giving your fund development team tools that they can take on the road with them as they start visiting donors face-to-face again.

A New Solution for Certification and Continuing Education

Date: Wednesday, August 18, 2021

Time: 3:00 PM ET (1:00-2:00 PM MT)

Presenter: Brent Sitton, Director of Product Development

Moderator: Richard Banks, Sales Manager

Are you struggling with certifying and/or issuing and maintaining continuing education credits for your members? Join us as we review the ATS solution for a simpler yet powerful alternative to the full-blown iMIS Certification Module, using out-of-the-box iMIS capability. ATS has developed a set of templates for certification organizations that can be used to quickly implement a certification process for your organization. Depending on your specific requirements, the ATS templates can be used with Advanced Process Automation and/or ATS Cloud Data Manager .

Getting the Most Out of your Event Confirmation Dashboard

Date: Wednesday, July 7, 2021

Time: 3:00 PM ET (1:00-2:00 PM MT)

Presenter: Aaron Milligan, iMIS Consultant

Moderator: Richard Banks, Sales Manager

One of the most often missed steps for getting the most out of your staff site, is setting up your Event Confirmation dashboard. Learn how to customize the event registration search, use your own templates, and send confirmations and follow-up emails. We will show you how to make it all easy!

Member Journey with iMIS

Date: Wednesday, June 23, 2021

Time: 3:00 PM ET (1:00-2:00 PM MT)

Moderator: Michelle Clemovich, Senior iMIS Consultant

Moderator: Richard Banks, Sales Manager

Is it easy for customers to be successful on your organization’s website? Or are those customers encountering hurdles and friction that impede their ability to be successful? Defining a member journey helps organizations understand how to improve member's experiences and define what prospective members need in order to engage with your organization including, showing the gaps between the desired member experience and the one they actually receive. This webinar will provide an overview of how to create a member journey with iMIS tools.

Event Registration Adjustments and Basic Reporting

Date: Wednesday, May 26, 2021

Time: 3:00 PM ET (1:00-2:00 PM MT)

Presenter: Laura Tidquist, Senior iMIS Consultant

Moderator: Richard Banks, Sales Manager

Registering people for events is a simple enough process but when changes or adjustments need to be done staff might not always know where to turn, especially in the staff site. Join us as we review cancellations, transfers, re-registering, and basic reporting available.

Executive Series: An Overview of iMIS Cloud Capabilities

Date: Wednesday, April 7, 2021

Time: 3:00 PM ET (1:00-2:00 PM MT)

Presenter: Randy Richter, Director of Technology, Partner

Presenter: Tresse French, Technical Support Analyst

Moderator: Richard Banks, Sales Manager

When moving to the cloud some things will change and some will stay the same. Join us as we review important changes you will need to account for when transitioning from an on-premise version of iMIS to Cloud.

Note that this is the third in a series of ATS webinars for associations executives who need to start preparing for transition to iMIS Cloud. It is not required to have viewed the first two in the series in order to attend this one, but if you are interested, it can be found on the past webinars page.

Executive Series: Managerial Techniques that can Help Assess your Readiness for iMIS Cloud

Date: Wednesday, February 24, 2021

Time: 3:00 PM ET (1:00-2:00 PM MT)

Presenter: Beth Kampner, Senior Project Manager

Moderator: Richard Banks, Sales Manager

Moving to iMIS Cloud is like moving to a new house. When planning a move, an important task is to discard old items-things that are overused or that are never used and overcoming the emotional nostalgic attachment to the past or outdated things. Such a move gives us an opportunity to discard old items and old ways of doing things. Transitioning to iMIS cloud presents similar challenges. Knowing as much as possible about your current iMIS usage, needs, wants, environment, integrations, and interactions, is vital to a successful transition to the cloud for iMIS or any other platform. Your staff can name quite of few of these off the tops of their heads but what are the costs of those they cannot think of easily? Costs in time, money, customer satisfaction can easily add up. This webinar will address ways to think about what your staff know, don't know, and how to help gain a better understanding of your organization's iMIS neighborhood for a more successful transition to iMIS Cloud.

Note that this is the second in a series of ATS webinars for associations executives who need to start preparing for transition to iMIS Cloud. It is not required to have viewed the first in the series in order to attend this one, but if you are interested, it can be found here .

Transitioning Away from Stored Procedures: Past, Present, and Future

Date: Wednesday, February 10, 2021

Time: 3:00 PM ET (1:00-2:00 PM MT)

Moderator: Michelle Clemovich, Senior iMIS Consultant

Moderator: Richard Banks, Sales Manager

Moving to the iMIS Cloud means eliminating custom Stored Procedures. Don't Panic...There are solutions! This webinar will discuss how to use Business Object Designer, IQA and other cloud-friendly tools to provide and access the needed information without the use of SQL.

Executive Planning for iMIS Cloud Transition

Date: Wednesday, January 27, 2021

Time: 3:00 PM ET (1:00-2:00 PM MT)

Presenter: Beth Kampner, Senior Project Manager

Moderator: Richard Banks, Sales Manager

Are you an association executive worried about moving your association to the iMIS Cloud? Join us for this executive-level webinar where we will discuss the strategies and big-picture planning for a stress-free migration to iMIS Cloud. We will cover high-level planning components for your entire organization that will be required to ensure an efficient transition.

Vital Website Statistics and Tips on Optimization in RiSE

Date: Wednesday, December 2, 2020

Time: 3:00 PM ET (1:00-2:00 PM MT)

Presenter: Tip Ramsay, Creative Director

Moderator: Richard Banks, Sales Manager

Join us as we discuss out-of-the-box support for accessibility and search engine optimization (SEO) in RiSE. We will also discuss Google Analytics page speed insights via the Lighthouse feature in Chrome web development tools. Keeping an eye on these vital statistics can give you valuable insight into the health of your website and where to focus on improving.

Engagement Scoring - Making Sense of Your Data

Date: Wednesday, November 18, 2020

Time: 3:00 PM ET (1:00-2:00 PM MT)

Presenter: Brent Sitton, Director of Product Development

Moderator: Richard Banks, Sales Manager

Engagement scoring is a powerful tool that allows your organization to leverage the data you are collecting in iMIS to determine who engages in your community. Why is this important and how can it be used? Simply put, Engagement Scoring is an important tool to determine who are your most active and influential members and who may be in jeopardy of not renewing. During this webinar we will review how organizations are configuring this tool to gain greater insight into the activities of their members and to leverage it for strategic planning to further promote their organizations goals and initiatives.

Preparing for the Cloud - Transitioning to ASI's Test Servers

Date: Wednesday, October 28, 2020

Time: 3:00 PM ET (1:00-2:00 PM MT)

Presenter: Randy Richter, Director of Technology, Partner

Moderator: Richard Banks, Sales Manager

At the recent iUG Virtual Discovery Conference, ASI announced that iMIS 2020 will not be available for on-premise installations and that it will be available as part of a cloud-transition strategy, The goal over the next few years is to migrate clients with on-premise versions of iMIS to the cloud. Join us as we review what you will need to know to transition to ASI's hosted test servers and an outline of what you should be doing to accomplish it and achieve success.

ATS has transitioned many organizations to the cloud and over the next year, we will be focusing on helping to prepare the iMIS community for this change.

RiSE Microsites: Creating a Sandbox Site

Date: Wednesday, September 30, 2020

Time: 3:00 PM ET (1:00-2:00 PM MT)

Presenter: Tip Ramsay, Creative Director

Moderator: Richard Banks, Sales Manager

Join us as we show, step-by-step, how to duplicate your existing RiSE site and create a "Sandbox" site that is a safe place, out of the public eye, to develop content, new ideas, and test functionality.

Automated Processes Save Time and Money

Date: Wednesday, September 16, 2020

Time: 3:00 PM ET (1:00-2:00 PM MT)

Presenter: Brent Sitton, Director of Product Development

Moderator: Richard Banks, Sales Manager

Join us as we explore innovations that ATS has recently implemented to turn manual processes into automated ones that, in turn, save time for staff. These processes are innovative implementations of RiSE tools that may have application for your organization. We'll will demonstrate an online join that dynamically calculates dues during the process and branches depending on the type of membership. We'll also explore an event registration that determines the membership status of a newly entered event registrant and charges them different pricing depending on their status.

Strategies You Can Employ Now to Ensure an Easier Upgrade

Date: Wednesday, August 19, 2020

Time: 3:00 PM ET (1:00-2:00 PM MT)

Presenter: Tip Ramsay, Creative Director

Presenter: Jake Robida, Service Team Manager

Moderator: Michelle Clemovich, Senior iMIS Consultant

Are you getting the most out of iMIS? You may not be if you aren't keeping current with the latest releases. Not only do the releases offer new and exciting functionality and process improvements, but also security fixes. Unfortunately for many upgrading can be complicated by older processes. Join us as we review how leveraging some of the newer, updated processes can enhance your efficiency and make upgrading smoother. We will be reviewing the best way to handle:

• Reports
• Queries
• Updating Data
• Authentication
• Websites

Getting the Most out of RISE

Date: Wednesday, August 5, 2020

Time: 3:00 PM ET (1:00-2:00 PM MT)

Presenter: Tip Ramsay, Creative Director

RiSE is evolving and getting better with every release. What wasn't possible a short while ago may now be.  Join us as we focus on creative control and opportunity with Theme Builder as you think about moving to the cloud. We will be reviewing how clients are leveraging Theme Builder to provide a seamless state-of-the-art member experience.

The Unexpected Benefits of Pivoting to a Virtual Meeting

Date: Wednesday, July 8, 2020

Time: 3:00 PM ET (1:00-2:00 PM MT)

Rebecca Achurch, Founder, Achurch Consulting

Debbie Fillinich, Association Management & Membership Expert, Achurch Consulting

Presenter: Randy Richter, Director of Technology, Partner

In recent months, associations have pivoted away from planned in-person to virtual meetings. While most have talked about doing this, few know exactly how to make sure the virtual meeting platform they are considering is really the best for them. Our webinar will give attendances tips they can use when selecting a virtual meeting platform and highlight how this unexpected change is an opportunity for associations to enhance their:

• Business Development
• Member Value
• User Experience
• Platform ROI
• Networking Opportunities
• and More

Best Practices for Keeping Your IT Environment Secure

Date: Wednesday, June 24, 2020

Time: 3:00 PM ET (1:00-2:00 PM MT)

Presenter: Thomas Valadez, Senior Security Analyst, American Technology Services

Presenter: Bill Rankin, Manager of Compliance and Security Services, American Technology Services

Presenter: Randy Richter, Director of Technology, Partner

Is there a security expert in the house? Yes, there is! Join us as we team up with security experts from American Technology Services to review best practices to keep your IT infrastructure and applications safe. During this presentation we will review how to prevent common vulnerabilities and what to look for if you suspect you have been compromised.

How to Maintain Value to Sponsors and Corporate Members in a World of Virtual Events

Date: Wednesday, May 27, 2020

Time: 3:00 PM ET (1:00-2:00 PM MT)

Presenter: Randy Richter, Director of Technology, Partner

Moving from live conferences to virtual ones carries a wide range of challenges, not the least of which, is how do you provide value to your sponsors & corporate members if you no longer have physical booths and in-person meetings. Join us as we review creative ways to provide value including virtual trade shows, sponsor dashboards, directories with video presentations, virtual happy hours and much more.

Supporting Remote Staff Who Need to Use iMIS

Date: Wednesday, March 25, 2020

Time: 3:00 PM ET (1:00-2:00 PM MT)

Presenter: Randy Richter, Director of Technology, Partner

Organizations are looking for the solutions to provide iMIS access to remote staff. The traditional methods of VPN and terminal servers can work but present their own challenges. Alternatively, many staff can perform the tasks of their job by using the iMIS Staff Site. This webinar will talk about some of the tools and techniques that can be implemented to support remote staff using iMIS. We will talk about some of the challenges with traditional models and some of the opportunities to use the latest iMIS solutions.

iMIS Cloud 101 - Preparing for the Future

Date: Wednesday, March 18, 2020

Time: 3:00 PM ET (1:00-2:00 PM MT)

Preparing for the iMIS Cloud doesn't just mean how to get your process and procedures cloud-ready once you have made the decision to move. Making sure your organization is ready can and should begin weeks, months, or more before the move to the iMIS Cloud. In this webinar, ATS staff discusses not only how to review current processes and procedures for cloud readiness, but, more importantly, ensuring that any new organizational initiates, reports, etc. are built "cloud-ready" from the beginning. Creating a focus on the iMIS Cloud now will provide a smoother transition in the future once the decision to upgrade to the iMIS Cloud is made.

Leveraging RiSE to Capture Important Information During the Join/Renew Process

Date: Wednesday, March 4, 2020

Time: 3:00 PM ET (1:00-2:00 PM MT)

Presenter: Randy Richter, Director of Technology, Partner

Presenter: Laura Tidquist, Senior iMIS Consultant

Presenter: Michelle Clemovich, Senior iMIS Consultant

Moderator: Richard Banks, Sales Manager

Many organizations have a need to collect additional information when a prospect is joining or renewing. This webinar will provide examples of how to integrate a RiSE profile into the process to join using the RiSE checkout or the ATS Online Marketplace. We will discuss the best practices around what to ask in the profile and what to ask when the person joins or renews with the end goal of making the join/renew process streamlined for the prospects and members.

Help Us Help You - How to Maximize the Value of Your Support Requests

Date: Wednesday, November 20, 2019

Time: 3:00 PM ET (1:00-1:30 PM MT)

Presenter: Jake Robida, Service Team Manager

Support requests can be a big expense for your organization, but there are ways you can maximize the value of your requests when you do need to ask for help. Join us as we discuss some of the most common requests we receive, and things you can do to avoid the need to submit tickets to begin with. For the times you do need to submit a ticket, we'll also cover things you can do to ensure that we're able to help you more quickly and efficiently.

iMIS Financial Functions- Where Are They Now?

Date: Wednesday, November 6, 2019

Time: 3:00 PM ET (1:00-1:30 PM MT)

Presenter: Laura Tidquist, Senior iMIS Consultant

Are you still doing most of your financial functions in the iMIS desktop? In the newer versions of the staff site, more and more functionality has been moved to the web. Join us as we review what financial functionality has been moved to the staff site and what still remains in the desktop.

Alert! Using Process Automation Plus to Improve the Customer Experience

Date: Wednesday, October 2, 2019

Time: 3:00 PM ET (1:00-1:30 PM MT)

Presenter: Michelle Clemovich, Senior iMIS Consultant

Are you looking to maximize out-of-the box iMIS to provide the best customer experience? Join us as we review how to make the most of Process Automation Plus Alerts. Alerts are not just to tell you when the mobile phone number is missing. You can customize messages that display when members and customers log into your website. Things like displaying custom messages beyond, “Hi! UserFirstName” when a user logs in will be demonstrated.

Advanced IQA Display with Responsive HTML and JavaScript

Date: Wednesday, September 18, 2019

Time: 3:00 PM ET (1:00-1:30 PM MT)

Presenter: Aaron Milligan, iMIS Consultant

Are you looking to unlock the power of dynamic content? In this presentation, we will go through a couple of IQA examples that will change the way you display dynamic content. We'll show:

• tips to make responsive, full featured member directories, or product displays
• how to redirect your users to any page on your site based on any criteria in your database

*** WARNING*** This could challenge what you thought was possible!

Break the Stigma - "RiSE Can't do THAT!"

Date: Wednesday, August 7, 2019

Time: 3:00 PM ET (1:00-1:30 PM MT)

Presenter: Tip Ramsay, Creative Director

We hear it a lot, "RiSE can't do THAT!" During this presentation we will bust this myth and demonstrate RiSE's capability to be configured and customized to produce beautiful and sophisticated design & layout for your website.

Join us as we show examples, review techniques, and discuss some lesser known feature/options that will allow you to bend RiSE to your will.

Revolutionizing the Utilization of Data with Dashboards and IQA's

Date: Wednesday, July 10, 2019

Time: 3:00 PM ET (1:00-1:30 PM MT)

Presenter: Brent Sitton, Director of Product Development

Are your executives and managers still requesting reports to keep them updated on what is going on in your organization? Join us as we review how associations are leveraging IQA's and Dashboards to get top-level, on-demand, real-time information. We will review the essential Dashboard components for membership, event registration, executive overview, donations and much more. We will also take a look at utilizing Dashboards for the iMIS Cloud.

Tips for Keeping your iMIS Data Secure

Date: Wednesday, June 12, 2019

Time: 3:00 PM ET (1:00-1:30 PM MT)

Presenter: Randy Richter, Director of Technology, Partner

It seems that every week we hear about another serious data breach at a company or organization that touches our daily lives and many of these can have catastrophic effects. Join us as we review tips and best practices to keeping your iMIS information secure. During this presentation we will review:

• Cloud/hosted environment vs. onsite server deployments
• Enabling password changes
• Evaluating iMIS upgrades
• What data you should be sharing with your chapters, affiliates & partners and how to do that in a secure manner

Emergency Preparedness and Recovery

Date: Wednesday, May 1, 2019

Time: 3:00 PM ET (1:00-1:30 PM MT)

Presenter: Ben Zastrocky, Senior Consultant

Presenter: Jeff Schwartzkopf, Implementation Manager, DBA

A disaster may strike anytime and damage your association's reputation and credibility - are you ready if it happens? This 30-minute webinar will discuss practical considerations for prevention as well as pragmatic approach to recovery. During this webinar we will touch on:

Creating a Strategic Annual Roadmap for your iMIS Initiatives

Date: Wednesday, April 17, 2019

Time: 3:00 PM ET (1:00-1:30 PM MT)

Presenter: Beth Kampner, Senior Project Manager

In the coming year are you planning on upgrading iMIS, revamping your RiSE site or involved in any project that touches iMIS? Join us as we review the elements of an executive level plan that will help insure your projects stay on schedule and don't run into any unnecessary problems.

RiSE-Based Templates Simplified with Theme Builder

Date: Wednesday, March 20, 2019

Time: 3:00 PM ET (1:00-1:30 PM MT)

Presenter: Tip Ramsay, Creative Director

Building an iMIS website isn't as difficult as it used to be. Theme Builder allows you to create and manage RiSE-based website templates directly from the Staff Site. During this webinar we will review the iMIS out-of-the-box layouts and templates you can copy and modify as well as how to create your own custom a layouts from scratch. Join us to get a brief overview of this new and powerful tool.

Tackling Complex Organization Objectives with a Custom Portal

Date: Wednesday, February 20, 2019

Time: 3:00 PM ET (1:00-1:30 PM MT)

Presenter: Stephen Yoss, Partner, devmatics.io

An iMIS portal can be a powerful tool for communicating information to specific groups or simplifying complex workflows. Join us as we review new and innovative ways to extend existing iMIS functionality through an iMIS portal. During this presentation we will:

• Demonstrate a single portal with multiple views based on the user's role
• Show how you can leverage the visual appearance of RiSE
• Show how organizations are utilizing portals for a world class member experience

Enhancing Your Member Journey with Process Automation

Date: Wednesday, December 12, 2018

Your members are your most valuable asset, but how do you keep them engaged without giving them information overload? Learn how to use Process Automation for onboarding, subscription management, increased participation, and more.

Where Are They Now? Crystal Reports iMIS 20 vs. Staff Site iMIS 20

Date: Wednesday, November 28, 2018

Time: 3:00 PM ET (1:00-1:30 PM MT)

Presenter: Stephanie Harms, Technical Support Specialist

Are you transitioning to the staff site and leaving desktop in the past, and you think you are leaving all your known and trusted crystal reports? You are asking yourself where can I find those reports that I used to run in the desktop in the staff site? The staff site has several out-of-the box SSRS reports and queries that give you the same data as what was captured in crystal reports but in a new format. Join us as we find those old crystal reports you know and love as SSRS reports in the staff site.

Lesser Known Features of RiSE

Date: Wednesday, November 14, 2018

Are you considering an upgrade to iMIS 2017? The latest version of iMIS uses the power of RiSE to improve your overall staff site and member site experience. You may be aware of the basic abilities of RiSE, but there is even more to be uncovered! Join us as we review some of the lesser known CMS features that have been added to RiSE in recent versions.

15 Tips and Tricks to Make Your Member Experience a Treat

Date: Wednesday, October 31, 2018

ATS works on hundreds of projects a year designed to improve the member experience and help streamline association's internal processes. This webinar will highlight some ideas and solutions that you can implement immediately to leverage your investment in iMIS. Join us as we review helpful hints for:

• Log-in
• Create account
• Name Badges
• RiSE
• Dashboards
• Staff Site
• and MUCH MORE!

4 Dashboards Every Organization Should Have and Tips for Creating Them

Date: Wednesday, October 17, 2018

Time: 3:00 PM ET (1:00-1:30 PM MT)

Presenter: Stephanie Harms, Technical Support Specialist

Dashboards offer a real-time snapshot of what's going on in your organization, but what should they include? Join us as we review best practices of how to assess what information to include, how to create a dashboard, and how to deploy them. The four dashboards we will be focusing on are Events, Dues, CEO Overview and Membership Snapshot.

STOP THE DUPLICATE RECORD MADNESS!

Date: Wednesday, August 8, 2018

How much time are you devoting to researching and eliminating duplicates? What is your cost of extra mailings due to having duplicate records or even the cost in your members' perception of your data quality? How does it affect your ability to make decisions on inaccurate data? In this webinar, we'll look at all the tools available to you to help prevent and eliminate duplicates. We'll look at out-of-the-box iMIS tools as well as some best practices that have made life bearable for ATS clients when dealing with potential duplicate records. Life is too short to waste time resolving duplicates! You don’t want to miss this webinar for your sanity's sake.

Managing Your Member Profiles and Member Searches

Date: Wednesday, July 25, 2018

Every organization wants to view different information about their current and prospective members when viewing their profile in the staff site and requires different criteria when searching for members. In this webinar, we will review best practices for updating your staff site profiles and searches to easily find and update your members' information.

Top Reasons Why Everyone in the iMIS Community Should Use Mobile Engagement Scoring

Date: Wednesday, July 11, 2018

Did you know iMIS Engagement Scoring can help you determine which members will renew and which will lapse? In this webinar, we will share why it is imperative for associations to use iMIS data to monitor member engagement. By the end of this webinar, you will:

• Discover key performance indicators (KPIs)
• Identify at-risk and evangelist members
• Implement mobile engagement scoring into everyday data
• Learn how to boost your association's bottom line and increase your ROI through member engagement scoring

Watch Recorded Webinar Download the Webinar Slides

IQA Groups: How Can I Use Them?

Date: Wednesday, June 27, 2018

When using IQA groups, you can lock down different paths of your website and staff site to only certain member types, individuals who purchased a certain product, committee members, and so much more! If you can query on the date, then you can create a group. Join us as we go over creating IQA groups to secure web pages and create event pricing groups.

Tips to Extend Your Event's Reach & Revenue

Date: Wednesday, June 13, 2018

Join us to learn strategies to extend the life of your highly valued events! We will discuss tips on integrating your event content with other areas of your association and marketing and organizing your content to effectively reach and engage the 80% of your audience who are not attending. We will also review how iMIS can streamline the access, tracking and monetization of these events.

Ultimately, success will include new revenue streams, increased member registrations at future events, and higher member satisfaction and value to help you retain and gain new members.

Best Practices for Month-End Procedures with iMIS & Your Accounting Solution

Date: Wednesday, May 2, 2018

Is it time for a review of your organization's month-end procedures in order to streamline your process of posting from iMIS to your accounting solution? Are you creating your road map for when the iMIS Desktop is no longer available? Is your organization thinking of moving to the cloud for iMIS or your accounting solution and wondering what possible implications may occur? This webinar will discuss best practices for month-end close and what options you have in iMIS, from both the staff site and desktop, to integrate to various accounting solutions.

Finding Your iMIS Data with Dashboards

Date: Wednesday, April 11

iMIS provides you with out-of-the-box dashboards that display information most commonly wanted by associations. These dashboards are created with a one size fits all approach, but your association may not fit that mold. Join us for a case study with 340B Health as we discover ways to customize these dashboards and provide information pertinent to your staff and executive board all in one location.

Automate Everyday Tasks with Process Automation

Date: Wednesday, March 28, 2018

Process Automation and Process Automation PLUS can take those monotonous tasks and do them for you! Alerts and scheduled tasks give your members the personal touch they are looking for when visiting your website or receiving an email from your staff. After a member joins, you can walk them through setting up their user profile with alerts as well as send out an email series based on join or renew dates. You can even send a birthday message to your members using a scheduled task! Join us as we go through the basics of how you can make Process Automation and Process Automation PLUS work for you.

30 Tips & Tricks to Keep iMIS Running Smoothly

Date: Wednesday, February 14, 2018

One of life's true ironies is "we don't know what we don't know." Join us as we review 30 iMIS tips & tricks that can help your organization become more effective and efficient in 2018.

Top 5 Things to Watch Out for When Upgrading to iMIS 2017

Date: Wednesday, January 24, 2018

Are you planning to upgrade to iMIS 2017 this year? Join us as we review the top 5 things that cause organizations trouble when upgrading to this latest version of iMIS.

Thinking of Moving to a Hosted iMIS Solution? What You Need to Know

Is your organization considering moving iMIS and your infrastructure over to a hosted environment? Join us as we touch on what you need to know including needs assessment, network design, cloud-based services, security and much more. We will also review the pros and cons of a hosted solution versus an in-house server environment.

Maximize Your Website Performance Using RiSE and Digital Analytics

Search Engine Optimization is defined as the process of maximizing the number of visitors to a website by ensuring that the site appears high on the list of results returned by a search engine. How can I achieve this by using RiSE? In this webinar, we will wade through the murky waters of how Google and other search engines crawl your website for keywords and information and what you can do to differentiate your RiSE website to make it stand out in search results.

RiSE Templates & Themes

Occasionally, iMIS users get asked to freshen up their website or create a new microsite for a specific purpose such as a special event registration form or student portal. Join us as we review the "out of the box" templates and themes and some innovative ways iMIS clients have leveraged them to maximize their web presence.

Creating Your Own Event Badge Using Report Builder

Presenter: Stephanie Harms, Technical Support Specialist

Can't use the out of the box event badges? Using a mail merge procedure to print badges from Word? There is no need to deal with Visual Studio, you can use an IQA and Report Builder to create your very own badges. Add your logo, attendee information, and even a barcode! In this webinar, we will show you how to modify the out of the box event badge and design it to fit your organization's needs.

Oh, Crystal Ball, please tell me, IQA, Dashboard, or SSRS?

Date: Wednesday, August 23, 2017

Time: 3:00 PM ET (1:00-1:30 PM MT)

Presenter: Stephanie Harms, Technical Support Specialist

As the desktop slowly disappears, so are Crystal reports. Before you start converting all of your reports to SSRS, ask yourself, is this the right decision? You have so many more options now! With the ability to display information in different ways throughout the staff and member sites, do we really need all of these reports in SSRS? In this webinar, we will talk about all your many options. Come peer inside the Crystal Ball with us!

Making the Staff Site Yours

Date: Wednesday, July 12, 2017

Time: 3:00 PM ET (1:00-1:30 PM MT)

Co-Presenter: Jennifer Case, Senior Director, Business Systems, CompTIA

Co-Presenter: Christine Smith, Director of Business Development

Transitioning from the desktop to the staff site is like trading in your old flip phone for that shiny new smart phone. The basic functionality remains, but now you have even more features to uncover to aid your association and its membership. By working together to determine the best path for their association, ATS' Christine Smith and CompTIA's Jennifer Case created a one of a kind staff site using out of the box features. They customized page layouts, catered default queries and reports to their needs, and created new navigation to allow staff to find information faster and more efficiently. In this webinar, you will learn best practices from ATS' work with CompTIA and how they customized the staff site so staff could better deliver the products and education they provide to their members.

Engagement, Dashboards, and Bridges. Oh My!

Date: Wednesday, June 21, 2017

According to a new benchmarking report from Advanced Solutions International (ASI), retention rates are slipping, but what information can you gather from your membership to turn this statistic around? The answer is engagement. In iMIS Q4, ASI released engagement scoring based on information found in your database. However, your association collects even more data from your third party vendors. Why not bring all that data into iMIS to determine your members’ overall engagement? In this webinar, we will discuss how you can tailor your engagement dashboards using all of your members’ data.

Myths about iMIS Functionality, DEBUNKED!

Date: Wednesday, May 10, 2017

Many organizations ask themselves, "Is there something better than iMIS out there?" This question generally comes up due to staff not fully understanding what iMIS can do. Switching AMS/CMS platforms can be an expensive and lengthy process. In this webinar, we will discuss some of the major reasons that iMIS users tend to look at solutions other than iMIS. We will explore concerns of marketing, website, ecommerce, sales management, event management, reporting, and other key topics to show how iMIS can be successfully used to fulfill these needs.

Moving from the Desktop to Staff Site

Date: Wednesday, April 26, 2017

Staff Site is revolutionizing the way users interact with iMIS. In the future, ASI will not be providing a desktop client for iMIS. Join us as we review tips and best practices for moving from Desktop to Staff Site. We will also touch on strategies that will help organizations build the staff view into the iMIS they always dreamed of.

Latest Innovations for Online Join and Renew with iMIS

Date: Wednesday, April 12, 2017

Are you looking to implement online join/renew or improve your current process? This webinar will discuss what is possible with the iMIS RiSE online/renew process. In addition, we will demonstrate some of the advanced join/renew capabilities possible with the ATS Online Marketplace.

Keeping your iMIS System in Tip Top Shape

Date: Wednesday, March 29, 2017

This webinar will provide tips and tricks on keeping your iMIS system running smoothly. We will address general performance tips as well as regular maintenance tasks to maximize performance including:

• Rebuilding indexes
• Deleting/purging records
• Looking for orphaned records
• Shrink your iMIS database
• Looking at event logs
• Find views that are broken, fix or remove
• Find and update records with no LAST_UPDATED
• Records with missing demographic records

Linking in RiSE

Date: Wednesday, March 08, 2017

Join us as we review the different linking techniques within RiSE as well as the pros and cons of using these different methods. We will illustrate the difference between relative vs. absolute URLs in hyperlinks and how this can be a "gotcha" when developing site content on a staging environment. We will also review best practices for linking in RiSE.

Options for Integrating a Job Board with iMIS

Date: Wednesday, January 25, 2017

Job boards are helping associations increase their membership value, and for some a significant source of non-dues revenue. Join us as we review options from leveraging the tools in iMIS for basic job board functionality to integrating with advanced platforms like Boxwood & YM Careers (Job Target).

Turn Your Member Directory into One of Your Most Valuable Member Services

Date: Wednesday, December 7, 2016

Review ways that organizations are facilitating their members' marketing to the public and allowing them to be discovered for their expertise or their service location. Organizations have found this to be so valuable that it is a revenue producer. Consider the potential of creating a private networking area for your members.

Navigating Your Way Through the Different iPart Options

Date: Wednesday, November 30, 2016

iMIS iParts provide powerful capability but it can be challenging to understand which iParts to use in order to solve a problem. We will demonstrate features such as displaying different pages based on member type, creating user defined panels and tracking changes to these fields, creating a wizard style join process, and creating multi-dimensional charts.

Evaluate and Prepare Your RiSE Site for the Responsive Templates in iMIS 20.2.X

Date: Wednesday, October 19, 2016

Are you getting ready to update to the latest version of iMIS? Learn about the implications of upgrading to iMIS 20.2X and responsive templates. During this presentation we will review things to consider when making this leap such as:

• Out-of-the-box capability
• Opportunities to customize
• Assessing existing content and page layouts
• Best practices to help make the upgrade go smoothly

Optimize your Member Journey

Date: Wednesday, September 21, 2016

Using the new Process Automation and Alert features of iMIS, you now have the capability to take your members through a guided journey towards higher levels of engagement. These features allow you to get the right message to the right individual at the right time. In this webinar, see how you can establish immediate messages as well as a series of timed emails that prompt the member to the next action. You can help ensure that new members get off to a great start and experienced members move up the member journey towards higher engagement.

Engagement Scoring - Your Membership Crystal Ball

Do you need a crystal ball to identify how many members will lapse this year and which members are potential leaders? iMIS' Engagement Scoring allows you to track the weekly engagement level of each member and categorize them into groups so that you can target the group for higher levels of participation with your organization. Through engagement scoring you can identify at-risk members long before renewal time. Discover how you can configure your organization's unique engagement score - Is event attendance a key indicator for member renewal or is a recurring donation a better indicator? Learn how you can inspire members to want to increase their own engagement and drive a competition for higher participation.

Bend RiSE to Your Will: Techniques to Add WOW Factor to Your iMIS-Driven Website

Want to make your website POP? On this webinar we will discuss ways to bend the RiSE CMS to our will and add WOW factor to your iMIS driven website. We will cover things like:

• how to add "sticky headers"
• how to add a third party jQuery widget
• syndicate content within your site using "tagged list" ipart
• relocate page content to the sidebar

So whether you are using an "out of the box" or custom design, join us to learn how to take control of RiSE with these advanced techniques.

Scraping Your Existing Web Design into RiSE

Are you looking to keep your existing web site design and CMS, but still have the ability to leverage the benefits of RiSE? Do you want to maintain your design and navigation in only one system? Do you want a seamless transition when navigating between RiSE and non-RiSE pages? Join us as we review how organizations can scrape their existing CMS web design (look & feel) into RiSE allowing for fully-functional navigation menus, search boxes and much more. We will also discuss strategies for determining which pages are best served in RiSE and which to keep in your existing CMS.

Data-Driven Decision Making with iMIS Dashboards

Dashboards are revolutionizing the way iMIS users make data-driven decisions. Join us as we review some of the great things clients are doing with dashboards and discover ideas for making dynamic dashboards for your association.

RiSE Responsive Website Design- What is Possible

This session will discuss the evolution of iMIS responsive design technology as it moves from YUI to Bootstrap and the changes you need to be aware of. This is important when planning and designing your website strategy. We will show examples of the new responsive, bootstrap design as well as how third-party CMS website design can be fully-integrated into RiSE.

Latest Innovations for Event Registration

Are you looking to implement online event registration or improve your current processes? This webinar will show what is possible with out-of-the box iMIS RiSE event registration. In addition, we will demonstrate some of the advanced event registration features in the ATS Online Marketplace.

Learning Lab - Importing Data into iMIS

Struggling with importing data into iMIS? Join us as we review how to do basic data imports and updates utilizing the iMIS Import Utility and more advanced uploads using the ATS Ultimate Spreadsheet Importer. We will review best practices to ensure data integrity and some of the common mistakes made and how to avoid them.

Latest Innovations for Online Join and Renew with iMIS

Are you looking to implement online join/renew or improve your current process? This webinar will discuss what is possible with the iMIS RiSE online/renew process. In addition, we will demonstrate some of the advanced join/renew capabilities possible with the ATS Online Marketplace.

Micro-Sites in iMIS RiSE: Rapid Development with Quick-Start Sites

The RiSE platform includes a selection of templates loaded with the features you need to quickly and conveniently launch your new website or micro-site. These templates can be easily tailored to meet the unique needs of your organization. In this session we will review real world examples of micro-sites in RiSE, as well as go over the steps necessary to create and customize your RiSE powered micro-site.

iMIS Website Redesign - The Do's and Don'ts

In this session we will discuss the challenges and opportunities of creating a compelling website while leveraging the value of your iMIS data. We will address some of the factors in deciding to integrate an external content management system with RiSE or using RiSE as your sole CMS (content management system). Integration with iMIS is the key. The discussion will provide information to help you make decisions about single sign on (SSO), personalization, ecommerce and more!

Customize Your Staff Site Series- 'Find Contacts' IQA Search

Learn how to change the default IQA to search for contacts in the Staff Site. We will teach you to add a new IQA as well as add user-defined fields to your search to meet your organization's needs. Walk away from this Learning Lab with everything you need to know to make this customization to your Staff Site.

Upgrading to iMIS 20? What You Need to Know!

If you haven't upgraded to iMIS 20 yet you won't want to miss this webinar! Join our experienced upgrade team as we discuss an upgrade plan, new features available as well as how your users will take advantage of what iMIS 20 has to offer. We will also review best practices and what to expect during this upgrade to the next generation of iMIS.

Recording and Slides Not Currently Available

Staff Site vs. Desktop- Our Top 3 Favorites

While there are many advantages to leveraging the iMIS 20 Staff Site, during this presentation we will focus on ATS' top three things you can do in Staff Site that you can't do in the the iMIS back office. Our top 3 will include:

• Dynamic dashboards
• The new duplicate merge process
• Using Staff Site to consolidate and run IQA queries

Web Design with iMIS: Using RiSE to Personalize Customers’ Web Experience

Tired of spending hours programming and editing your web presence with little benefit? This webinar provides an overview of the benefits of using the RiSE Engagement Platform.

We briefly touch on:

• Benefits of upgrading to iMIS 20.2 and ease of integration
• Quick Start Sites or custom?
• Page Builder
• Website Management

Using the iMIS Staff View/Web Client – Managing your Business from a Browser

You need access to iMIS from multiple locations, but don't always have easy access to the iMIS Desktop. The RiSE Staff Site is a core web interface available with iMIS 20. Learn the basics of how to navigate the Staff Site as well as the pros and cons of using this web interface.

We Can Solve It! Real Problems from Real iMIS Users

You spoke and we listened! This free 30-minute webinar addresses iMIS questions and challenges submitted to ATS by attendees of the 2014 National iMIS Users Group Conference.

Under-utilizing iMIS? Tips for Moving to the Next Level

Are you using iMIS to its full potential? Tired of doing things the hard way? This webinar covers key features of iMIS that make life easier for you and your members. Learn how to do more with your iMIS environment, saving time and money!

Using the iMIS 20 Staff Site - Managing your Business from a Browser

You need access to iMIS from multiple locations, but don’t always have easy access to the iMIS Desktop. The Staff Site is a core web interface available with iMIS 20. Learn the basics of how to navigate the Staff Site as well as the pros and cons of using this web interface.

IQA...123: Getting Started Using the iMIS Intelligent Query Architect

Don't have time to develop IQA queries? Think again. This 30-minute webinar will take the mystery out of IQA and show you the basics of creating queries for your iMIS database.

Web Design with iMIS: Using RiSE to Personalize Customer Web Experience

Tired of spending hours programming and editing your web presence with little benefit? This 45 minute webinar provides an overview of the benefits of using the RiSE Web Engagement Platform.